See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,014 | $65,041-52.3% | $90,951-65.9% | $79,858-61.2% |
| Participation rate | 96.2% | 61.6%+34.5pp | 69.0%+27.1pp | 69.6%+26.5pp |
| Annual return | 43.42% | 30.45%+13.0pp | 134.60%-91.2pp | 31.71%+11.7pp |
| Employer contribution / active EE | $3,578 | $1,247+186.9% | $2,122+68.6% | $2,471+44.8% |
| Participant deferral / active EE | $3,447 | $2,512+37.2% | $3,373+2.2% | $3,740-7.8% |
| Admin fee / account holder | $664 | $4,536-85.4% | $5,959-88.9% | $5,306-87.5% |